Online Inquiry Form

Content 

  • Introduction
  • Online Inquiry Settings 
  • Creating the Online Inquiry
  • Online Inquiry Website Configuration
  • Using the Online Inquiry Form
  • Inquiry Email Alert

Introduction

This feature allows agencies to create custom inquiry forms that can be embedded on their public website.  Visitors fill-out the inquiry form, which is then added to extendedReach system as a new inquiry.

Online Inquiry Settings 

The online inquiry form is a Home Report Type that utilizes the Custom Form Builder to ensure for agency customization and to help meet specific organization needs.

To get started, go to Organization Settings -> Home Report Types -> Add Home Report Type. In the Configuration section, select “Use Custom Form Builder”, once selected, click on “Show Advanced Options” and enable the setting “Online Inquiry Form (advanced)”.
Image: Inquiry settings

From there, click on the Custom tab to begin building your online inquiry form!

Creating the Online Inquiry

On the Custom tab, use the drag and drop the fields on the right side of the screen into the “Add Fields Here” box. Click here for more information on how to create custom forms.

You can then map certain fields to extendedReach for Parent A and Parent B (e.g. first name, address, email, occupation, etc.). To map the fields, click on the “Save to Inquiry” drop down box and select the appropriate field.
Image: Mapping inquiry form

Mark certain fields required by checking the box next to “Required”. All required fields will show a highlighted yellow label in the custom form builder.

Image: Required fields

Field codes can also be used auto-fill text in the custom form builder. Field codes can either be placed in the fields or used as help text. For more information on how to use field codes, click here

Image: Field codes in the inquiry form

Once the form has been created and finalized, it’s time to put it to use!

Online Inquiry Website Configuration

On the General tab of the report settings of your online inquiry, scroll down to the Online Inquiry Configuration section.

In this view, you can select a default worker for all incoming inquiries.
Image: Default staff

Underneath the Default Staff setting is the Acknowledgement section. When a new inquiry submits the form, they can receive a customized conformation message or can be redirected to a URL.

To provide a customized message, click on “Message” and use the message field to create your message.

Image: Submission message

You can also choose to redirect the user to a different page on your website. To do so, click on the “Redirect to URL” button and paste the URL into the URL field.

Image: URL redirection

To add the Online Inquiry to your website, copy and paste the embedded code into your website where you would like the form to appear.
Those who have knowledge of CSS, can use the “Custom CSS” field to make adjustments to the form such as adding a specific font or background color to match the website.
Image: Embeded code

Using the Online Inquiry Form

Once the form has been added to the website, potential inquiries can begin entering in their information! When they have finished entering in their information, they will click on the Submit button which will then provide them the confirmation message or URL redirection.

Image: Sample inquiry form

Once they click on the Submit button, their information is then sent to extendedReach. You can view the new inquiries by going to Home Rosters > Inquiries.

Image: Inquiry submitted

Looking at the inquiry profile on the General tab, you can see all the information that was inputted.

Image: Inquiry general tab

To view the complete form, go to the Home File tab and click on the completed Report.

Image: Home File report

Inquiry Email Alert 

When new inquiries submit the form, an email alert can trigger to notify specific users. The email alert would trigger based on the Event Type of “Inquiry Open”. For more information on how to create email alerts, click here.

Image: Inquiry email alert

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